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As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo
AUM gigantesco
Mais de US$ 200 bilhões
AUM elevado
US$ 10 bi a US$ 200 bi
AUM médio
US$ 2 bi a US$ 10 bi
AUM reduzido
US$ 250 mi a US$ 2 bi
AUM micro
Menos de US$ 250 milhões
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1.000
2.500
5.000
10
50
100
250
500
1.000
2.500
5.000
| # | Nome | AUM |
AUM Crescimento |
AUM Cresc. % |
Trimestre Retorno est. |
Retorno est. (3 anos) | Participações em carteira | Rotatividade da carteira |
Período médio de posse (anos) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
WCM
5401
Westerly Capital Management
San Francisco,
California
| US$ 217 mi | +US$ 38,6 mi | +22% | 18% | 116% | 53 | 39,62% | 1,3 |
|
| 5402 |
5402
Searcy Financial Services
Overland Park,
Kansas
| US$ 217 mi | +US$ 3,42 mi | +2% | 2,18% | 60,2% | 26 | 0% | 2,8 |
|
| 5403 |
5403
WestBridge Capital Management
Trianon,
Mauritius
| US$ 216 mi | +US$ 62,7 mi | +41% | 40,9% | 21,9% | 1 | 0% | 2,5 |
|
| 5404 |
5404
PCA Investment Advisory Services
Cincinnati,
Ohio
| US$ 216 mi | +US$ 3,65 mi | +2% | 1,22% | 71,4% | 163 | 15,34% | 1,3 |
|
| 5405 |
5405
Luken Investment Analytics
Brentwood,
Tennessee
| US$ 216 mi | -US$ 1,86 mi | -0,9% | 0,12% | 51% | 143 | 14,69% | 2,7 |
|
| 5406 |
5406
Powell Investment Advisors
Miami,
Florida
| US$ 216 mi | +US$ 1,76 mi | +0,8% | 2,71% | 82,4% | 167 | 17,37% | 2,8 |
|
| 5407 |
5407
Discipline Wealth Solutions
Greenville,
South Carolina
| US$ 216 mi | +US$ 26,5 mi | +14% | 1,45% | 45,9% | 83 | 26,51% | 0,4 |
|
| 5408 |
5408
Peoples Financial Services Corp
Moosic,
Pennsylvania
| US$ 216 mi | -US$ 4,83 mi | -2% | 1,13% | 104% | 263 | 5,7% | 8,1 |
|
| 5409 |
5409
Whitebark Investors
Incline Village,
Nevada
| US$ 216 mi | – | – | 13,7% | – | 9 | – | 0 |
|
| 5410 |
5410
IMS Capital Management
Portland,
Oregon
| US$ 216 mi | -US$ 6,82 mi | -3% | 1,1% | 119% | 148 | 12,16% | 5,4 |
|
| 5411 |
5411
Maryland Capital Advisors
Chester,
Maryland
| US$ 216 mi | +US$ 9,8 mi | +5% | 1,51% | – | 284 | 23,24% | 2,2 |
|
| 5412 |
FC
5412
Franchise Capital
Grand Cayman,
Cayman Islands
| US$ 216 mi | -US$ 61,8 mi | -22% | 3,39% | 537% | 18 | 55,56% | 0,8 |
|
| 5413 |
5413
Strait & Sound Wealth Management
San Francisco,
California
| US$ 216 mi | +US$ 9,8 mi | +5% | 4,23% | 74% | 152 | 11,18% | 1,3 |
|
| 5414 |
5414
SVF Sponsor III
Menlo Park,
California
| US$ 216 mi | -US$ 6,18 mi | -3% | 2,79% | 133% | 1 | 0% | 2 |
|
| 5415 |
5415
Midwest Heritage Bank
West Des Moines,
Iowa
| US$ 216 mi | +US$ 1,8 mi | +0,8% | 1,06% | 52,2% | 62 | 19,35% | 2,2 |
|
| 5416 |
5416
Leslie Global Wealth
Itasca,
Illinois
| US$ 215 mi | +US$ 9,6 mi | +5% | 0,33% | – | 79 | 20,25% | 0,4 |
|
| 5417 |
MAS
5417
Madden Advisory Services
Jacksonville,
Florida
| US$ 215 mi | -US$ 2,95 mi | -1% | 0,63% | 52,3% | 104 | 8,65% | 5,3 |
|
| 5418 |
OM
5418
OV Management
Minneapolis,
Minnesota
| US$ 215 mi | +US$ 64,8 mi | +43% | 3,32% | – | 58 | 5,17% | 0,9 |
|
| 5419 |
5419
Aspen Investment Management
Grand Rapids,
Michigan
| US$ 215 mi | +US$ 1 mi | +0,5% | 0,67% | 92,6% | 151 | 9,27% | 6,7 |
|
| 5420 |
5420
Mad River Investors
Boston,
Massachusetts
| US$ 215 mi | +US$ 34,9 mi | +19% | 25,2% | 169% | 27 | 7,41% | 3,7 |
|
| 5421 |
5421
CNB Bank
Clearfield,
Pennsylvania
| US$ 215 mi | -US$ 1,01 mi | -0,5% | 3,42% | 91,6% | 534 | 6,93% | 4,1 |
|
| 5422 |
CAM
5422
CPA Asset Management
West Palm Beach,
Florida
| US$ 215 mi | +US$ 8,04 mi | +4% | 2,61% | 53,3% | 81 | 8,64% | 1,7 |
|
| 5423 |
5423
William Marsh Rice University
Houston,
Texas
| US$ 215 mi | +US$ 129 mi | +151% | 0,05% | 1,81% | 4 | 75% | 2,7 |
|
| 5424 |
5424
Forefront Analytics
West Conshohocken,
Pennsylvania
| US$ 215 mi | +US$ 2,98 mi | +1% | 4,23% | 50,9% | 71 | 15,49% | 4,4 |
|
| 5425 |
5425
Flynn Zito Capital Management
Garden City,
New York
| US$ 215 mi | +US$ 8,41 mi | +4% | 1,75% | 109% | 129 | 9,3% | 1,4 |
|